Overview

Collective Financial Planning Ltd comprises of an expanding team of experienced Financial Advisers with offices in Milton Keynes and London, who provide both face to face and virtual financial planning for both individual and corporate clients. We are conscious that even for the most experienced investor financial planning can prove daunting and complex. Our aim is to offer advice that is always personally tailored to reflect the individual needs and objectives of our clients and to provide a confidential professional advisory service of the highest standard. We will always treat our clients fairly and endeavour to communicate in a way that is clear and not misleading. Our aim is to also build long term relationships with our clients and meet their ever changing financial needs throughout their life stages. We understand that financial needs can change and therefore we will always maintain a close working relationship with all of our clients, arranging regular face to face meetings to ensure that their objectives always remain on track. We believe it is essential to have an agreed contact strategy to allow our clients to discuss any changes in circumstances or future aspirations on a regular basis. Approved by the Openwork Partnership on xx.xx.xxxx